SJP to implement new charging structure next month
The move appeared to have been prompted by the Financial Conduct Authority’s increased focus on fair value for customers as part of its Consumer Duty work.
Wealth and Asset Management
15354 articles found
Zuger Kantonalbank presents successful half-year results 2025
This growth was evident across all business areas and underscores the bank's broad-based profitability.
Asia and the Middle East both see significant growth in 2024 of HNW international life insurance new business sales
The study shows that HNW international life insurance new business sales in Asia grew by 6% to £7.8 billion in 2024, up from £7.4 billion in 2023.
UK private banker Coutts ‘tilted towards risk’
The bank opted for US and Japanese stocks and styed the course as markets swung wildly.
Willow Bend Wealth Management, a $300 million Texas Practice Joins Merritt Point Wealth Advisors
This partnership marks a key milestone in Merritt Point’s continued expansion and long-term commitment to supporting elite independent financial advisors across the country.
New Chapter for Taiwanese Wealth Management
The initiative is part of a broader strategy to enhance Taiwan’s global standing as a regional wealth management center and to nurture homegrown financial expertise.
Quants and the Future of Wealth Management and Financial Advice
Advisors increasingly need to address multiple, sometimes competing financial goals across retirement planning, liquidity needs, and legacy aspirations.
Structuring options for holding wealth
Limited liability companies were particularly useful from an investment perspective, because they allowed investors to risk the capital they had agreed to risk but no more.
Jersey Finance Expands Private Wealth Network
Guests included US-based advisers who came together to discuss key challenges and opportunities facing ultra-high net worth individuals and family offices in 2025.
Sumitomo Mitsui Trust Asset Management launches Singapore subsidiary
The new entity, now operational, marks Sumitomo's first office in Asia, complementing its existing locations in London and New York.
Asia-Pacific clients poised to switch wealth providers
In an era of global uncertainty, it is vital for forward-thinking Asian wealth managers to offer alternative investments and AI-led portfolio allocation strategies
Julius Baer Global Wealth & Lifestyle Report 2025: Top 10 global cities for living well
Even before this point, though, the world was bracing itself for a global trade war, geopolitical tensions were high, and consumer spending was slowing.